Private Client

At Belmont & Lowe we build long standing relationships with our private clients, and often act for many generations of the same family who appreciate not only our legal ability but the sensitive manner in which we deal with individual matters.

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How we can help

Belinda Hornsby Cox has headed up the Private Client Department for nearly 20 years, and her clients consistently benefit from her round-the-clock work ethic. We often act for many generations of the same family, who appreciate not only receiving the best legal advice, but also the sensitive and sympathetic manner with which we work.

Our clients come from all walks of life. Forming long lasting and personable relationships with our clients is very important as we navigate what can be complex financial arrangements or a difficult and challenging time in a client’s life.

Many clients travel for work or pleasure and therefore hold property abroad with some permanently residing outside of the UK. Many of the estates we administer have property held in other countries, something we also bear in mind when taking a holistic approach to drafting wills and succession planning.

Areas such as tax and estate planning, wills, probate and the creation and management of trusts require not only detailed knowledge of current legislation, but also a real understanding of your personal circumstances.

We advise clients on:

  • Creating and administering trusts
  • Probate and administration of estates
  • Trust and estate disputes
  • Inheritance tax
  • Preparation of wills
  • Succession planning
  • Family governance
  • Declarations of trust for property purchases
  • Acting in our professional capacity as both trustees and executors
  • Deputyship applications
  • Declarations of presumed death
  • Preparing, registering, and advising on all types of powers of attorneys
  • Advising trustees, executors and beneficiaries in respect of their rights and obligations under the terms of wills and trusts
  • Advising individuals, families and trusts in relation to farms and landed estates

Both Belinda Hornsby Cox and Karen Wallace are members of the Society of Trust and Estate Practitioners (STEP).

Siobhan Tutty (Associate), Charlotte Dolman (Associate), George Hornsby Cox (Associate), Elena Howd (Paralegal) and Lizzie Gardner (Secretary) assist Belinda and Karen.

Talk to us

Speak to Siobhan Tutty

Associate

Private Client

Email: s.tutty@belmontandlowe.co.uk

Speak to Charlotte Dolman

Associate

Family , Private Client

Email: c.dolman@belmontandlowe.co.uk

Speak to Belinda Hornsby Cox

Partner

Family , Private Client

Email: b.hornsbycox@belmontandlowe.co.uk